FREQUENTLY ASKED QUESTIONS
What is the difference between the free Salesforce de-duplication tools and the paid tools?
The Salesforce de-dup tool,
which can be turned on very quickly, comes with some pre-built matching
routines that allows you to identify duplicates as they are entered into Salesforce.
It also allows you to configure custom
rules. While you can do cross object
checking, the functionality may not meet the needs of clients who need more
complex matching rules. For example, if
you have a nightly integration that updates records and it updates an account
record because of a name change, you will need a paid de-dup tool to identify
and potentially merge these records.
Paid de-dup tools also have the ability to automatically merge records if
certain criteria are met.
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